Wealth Strategies Unleashed

Warning Signs in the Markets? (ft. Mary Ann Bartels)

Concenture Wealth Management Episode 68

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0:00 | 34:49

In this episode of Wealth Strategies Unleashed, Robert Gilliland & Sanctuary Wealth's Chief Investment Strategist Mary-Ann Bartels explore what could go wrong in 2025 and how investors should think about volatility if it does.

They share actionable ways to:

  • Understand the biggest risks markets are watching in 2025
    Sticky inflation could push the Federal Reserve toward higher interest rates again. If markets begin anticipating that shift, it could trigger sharp but temporary selloffs.
  • Recognize how tariffs and policy rhetoric can move markets
    Markets often react before policies are fully implemented. Even the anticipation of tariffs or trade changes can create volatility as investors try to price in potential outcomes.
  • Monitor the impact of deficits, debt ceilings, and interest rates
    Rising government debt and the potential for “bond vigilantes” pushing yields higher could create pressure on markets if interest rates rise too quickly.
  • Understand why traditional economic models may not be working the same way
    Years of zero-interest-rate policy and unprecedented Federal Reserve balance sheet expansion have changed how the economy behaves, making some historical signals less reliable.
  • Watch for warning signs of excessive market optimism
    True market tops often coincide with widespread euphoria, heavy leverage, and large amounts of sidelined cash flooding back into stocks.
  • Recognize why technology leadership still matters for markets
    According to Mary-Ann, as long as technology remains the market’s leadership sector, the broader market structure remains healthy.
  • Stay disciplined when volatility appears
    Emotional reactions to market downturns can cause long-term damage if investors sell during declines and miss the recovery.

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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.